1.Captures new webinar submissions
Integrate Basin, lead form tools, and field mapping to capture incoming form payload and map it to contact and campaign fields.
Create sales lead and follow-up task from webinar
Automatically monitor new webinar form submissions across Basin and Pipedrive. Create webinar leads and follow-up activities when submissions include qualifying webinar details, contact details, or campaign source tagsβso you can create leads, schedule follow-ups, and register attendees without manual follow-up paperwork.
How this automation converts webinar submissions into CRM follow-up
When webinar form submissions arrive, leads can stall and sales follow-up gets delayed. This automation captures submission data and creates CRM leads and assigned follow-up activitiesβso your team can follow up at the right moment.
Basinor swap with your favorite app
2.Finds or creates the person
Integrate Pipedrive, CRM records, and data mapping to search by email and create a person when no match exists.
Pipedriveor swap with your favorite app
3.Finds or creates the organization
Integrate Pipedrive, CRM records, and organization linking to search by company name and create an organization if needed.
4.Creates lead and follow-up
Integrate Sub-Zap by Zapier, CRM automation, and UTM parsing to create a webinar lead and an assigned follow-up activity.
Sub-Zap by Zapieror swap with your favorite app
5.Registers qualifying attendees
Integrate Contrast, webinar registration, and conditional routing to register attendee details when the submission qualifies.
Contrastor swap with your favorite app
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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